On September 7, BYD ELECTRONIC rose 3.74% in regular trading, trading at HK$26.22 per share, with turnover of HK$257 million.

On the news front, the liquid cooling supply chain has seen sustained momentum, with multiple manufacturers disclosing large-volume orders. Industry-wide equipment orders have generally been booked through year-end, with production lines running double shifts and the CDU segment facing the tightest supply-demand imbalance. BYD ELECTRONIC's latest-generation liquid cooling cold plate product for a major overseas client has completed development and entered the mass production ramp-up phase.

Additionally, DBS recently raised its target price for the company from HK$30 to HK$40, maintaining a \"Buy\" rating. The bank shifted its valuation basis to a forecast 14x P/E for fiscal year 2027, noting the company is transitioning from a smartphone-focused EMS model toward higher-value liquid cooling thermal management, power supply, and automotive electronics businesses. DBS expects AI infrastructure buildout to drive a valuation re-rating. Separately, Citi recently upgraded BYD ELECTRONIC to \"Neutral\" with a HK$28 target, while Morgan Stanley maintained an \"Overweight\" rating with a HK$33 target despite cutting earnings forecasts, citing improving H2 prospects as peak season approaches and liquid cooling capacity ramps.

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